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Sage Mountain Advisors’s Shell SHEL Stock Holding History

Sage Mountain Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,299
Closed -$610K – 516
2025
Q4 		$610K Sell
8,299
-14
-0.2% -$1.03K 0.03% 242
2025
Q3 		$595K Sell
8,313
-9
-0.1% -$648 0.03% 234
2025
Q2 		$586K Sell
8,322
-390
-4% -$26.1K 0.04% 219
2025
Q1 		$638K Buy
8,712
+64
+0.7% +$4.31K 0.05% 184
2024
Q4 		$542K Sell
8,648
-3,366
-28% -$221K 0.04% 197
2024
Q3 		$792K Buy
12,014
+5,034
+72% +$357K 0.07% 138
2024
Q2 		$504K Buy
6,980
+604
+9% +$43.2K 0.05% 172
2024
Q1 		$427K Buy
6,376
+54
+0.9% +$3.46K 0.04% 182
2023
Q4 		$416K Sell
6,322
-135
-2% -$8.86K 0.05% 153
2023
Q3 		$416K Buy
6,457
+110
+2% +$6.85K 0.06% 139
2023
Q2 		$383K Buy
6,347
+60
+1% +$3.6K 0.05% 145
2023
Q1 		$362K Buy
+6,287
New +$370K 0.06% 141

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sage Mountain Advisors's SHEL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Shell (SHEL) in Q1 2026, closing a stake of 8,299 shares — an estimated $610K sold.

Sage Mountain Advisors first reported a position in SHEL in Q1 2023 and held it in 12 quarters. The position peaked at $792K in Q3 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,299 Shell shares in Q1 2026, an estimated $610K.
  • Sage Mountain Advisors first reported a position in Shell in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Shell position peaked at $792K in Q3 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.